Senior Risk Control Consultant
3 weeks ago
We are hiring a Senior Group Retirement Consultant in our Toronto office.
The Senior Group Retirement Consultant will oversee the service, management, and execution of a book of business. This role also involves supporting the acquisition of new business. It necessitates a high level of independent discretion, autonomy, and decision-making based on industry expertise to offer professional guidance, expertise, and service to clients. Building professional and collaborative relationships with carrier representatives, business partners, and colleagues is also important.
Additionally, owning a vehicle and holding a valid driver’s license is a requirement.
Manage an existing block of group retirement benefit clients
Conduct annual plan design analysis and adherence to Capital Accumulation Guidelines
Counsel clients on decision making and planning
Conduct Market reviews & Plan transfers, including management of asset transition from one carrier to the other
Liaise between the client and the insurer on major claims issues; Collaborate with other Senior Group Retirement consultants on the team
Support, mentor, and train assigned Account Representatives, as necessary
Develop CIO’s, creating ongoing prospect pipelines
Exceptional customer service skills
Ensure quality control and service standards are attained with every transaction
Excellent communication, project management, presentation and negotiation skills
Strong leadership and team building skills
Strong creative and analytical skills
Must have a valid Life Insurance License (LLQP)
Completion of the Certified Employee Benefits Specialist designation an asset
Completion of Certified Financial Planner Designation an asset
College or university graduate, or equivalent business experience
Minimum five years’ experience within the group retirement insurance industry, preferably within a management or consultant role, with client facing experience.
Sound understanding of and experience working with group retirement plans including pensions, RRSPs, DPSPs and IPPs
Strength in application of computer skills; including Word, Excel; Strength in quality, detail-orientation and mathematical aptitude
Bilingual, French and English an asset
The Jones DesLauriers Blevins Insurance Group of Companies (The JDB Group) is a leading provider of Group Benefits and Retirement solutions. We stand apart from traditional brokers by adding expertise in Disability Management and Plan Administration to our total service offering. We work with financial and HR leaders across Canada to deliver cost effective solutions that attract and retain employees, manage risk and foster a thriving culture.
The JDB Group is comprised of Jones DesLauriers Blevins, Schuster Boyd McDonald, Canadian Injury Management Services, Belmont Health & Wealth, JDB Haddad and Haigh Financial Group. Our hybrid working model welcomes employees to be placed on a two-week schedule, whereby the employee works Monday, Wednesday and Friday the first week and Tuesday and Thursday the second week.
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